Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $94,679 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,906 | $55,694-12.2% | $81,882-40.3% | $200,096-75.6% |
| Participation rate | 96.6% | 62.7%+34.0pp | 72.4%+24.2pp | 72.0%+24.6pp |
| Annual return | 16.26% | 19.59%-3.3pp | 779.47%-763.2pp | 34.26%-18.0pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,916-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $5,085 | $3,299+54.1% | $4,323+17.6% | $5,090-0.1% |
| Admin fee / account holder | $19 | $348-94.7% | $7,360-99.7% | $269-93.1% |